Our Retirement Services

Whether your company is starting its first 401(k) plan or is looking to transfer a long-established plan with millions of dollars in assets, PAi offers flexible 401(k) plans and plan administration to meet your organization’s needs. Whether you work with a Financial Advisor or not, you’ll find our plan administration fits companies of all sizes, from those with a single employee to those with hundreds of employees.

 
 

Offering an extraordinary 401(k) service can help you attract top talent, retain employees, and maximize tax benefits for your company. Our fully-bundled retirement services, which include recordkeeping and administration, are designed to help you and your employees own retirement readiness and reach retirement goals.

 
 
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CoPilot

CoPilot saves you time by proactively monitoring employees’ progress towards retirement goals. With events-based messaging, you and your employees will receive professional education and see exactly how your day-to-day decisions affect the amount of retirement you’re buying.

 
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Payroll Integration

PAi has partnered with multiple payroll providers to offer solutions to save you time and money, reduce manual errors, and minimize your administrative tasks. Find the one that works best for you.

 
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Open Architecture

PAi’s Open Architecture 401(k) platform enables you to customize a plan that fits your employees’ retirement savings needs. It includes best-in-class support, comprehensive investment selection, and transparent pricing.

 

CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi, PAi Trust Company, Inc. and Employer Retirement Investment Advisors, LLC, (eRIA) all of which are affiliated business entities under common control and ownership interest. Investment advisory services are provided by eRIA, an SEC registered investment adviser. eRIA’s Form ADV Part 2A (Client Brochure PDF) is also available by contacting eRIA at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi, PAi Trust or eRIA.

This information is distributed for educational purposes and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular product, security or service nor should it be construed as financial, legal, tax or investment advice.